Owned and Operated - A Plumbing, Electrical, and HVAC Business Growth Podcast

#189 How to Scale a Small HVAC Business with Proven Strategies

47 snips

Apr 24, 2025

Ask episode

AI Snips

Chapters

Transcript

Episode notes

INSIGHT

Avoid Owner Wearing Too Many Hats

You cannot scale a service business through one individual wearing multiple hats.
It's essential to add dedicated roles to manage tasks efficiently for growth.

ANECDOTE

Banker Turned HVAC Owner Shares Journey

Will transitioned from investment banking to HVAC ownership and started sharing his journey on social media.
He expanded his network significantly through this engagement, benefiting both himself and others.

INSIGHT

Choosing Small Company to Scale

Will acquired Nolan Air, a smaller HVAC company, to avoid competition with private equity on larger deals.
He aims to scale it from just under $2 million to $10 million by focusing on the Southwest Florida market.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

From Investment Banking to HVAC Ownership: Will’s First 90 Days Scaling a Service Business
Looking to scale your HVAC or home service business effectively? In this episode of Owned and Operated, we sit down with Will, a former investment banker who’s now leading an HVAC company, to unpack real strategies for rapid, sustainable growth in the trades. Whether you’re acquiring your first business or streamlining operations post-acquisition, this episode is packed with actionable advice.

🚨 In This Episode, We Cover:
🔹 Why wearing too many hats can kill your growth
🔹 What Will changed in the first 90 days of ownership
🔹 How to create a pricing model that actually works
🔹 Managing uncertainty in a post-tariff environment
🔹 The difference in leading white-collar vs. blue-collar teams
🔹 How to tackle inefficiencies without losing momentum
🔹 The must-have elements of a long-term growth plan

Shout Out to FieldPulse 🚀
FieldPulse is an incredible Field Service Management platform that helps you save hours each week while keeping your operations running smoothly. If you're looking to streamline your processes, stay competitive, and focus on what truly matters, FieldPulse is a game-changer!

📅Book your demo:

💼 Shoutout to our Owned and Operated Pro program. We’ve built Owned and Operated Pro for operators who are serious about growth. It's the behind-the-scenes pass to real acquisition strategies, deep dives into operations, and the exact tools we're using to scale service businesses.

🔗 Unlock exclusive content, private AMAs, and tactical playbooks here:

🎙️ Episode Hosts:
🗣️ John Wilson – @WilsonCompanies

🗣️ Jack Carr – @thehvacjack

🎙️ Episode Guest:
🗣️ Will Schryver – LinkedIn

📢 Enjoyed the episode?
✅ Like, Comment & Subscribe for weekly content on growing and scaling service businesses, smart operations, and real-world leadership strategies.

Send Us Mail!

More Ways To Connect with O&O

Leave a Review

John Wilson, CEO of Wilson Companies
Jack Carr, CEO of Rapid HVAC

📌 Disclaimer:
Some links may include UTM parameters for tracking. Episodes may feature paid sponsors, but all opinions are our own. Always do your own research before making business decisions.